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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,958 | $153,769+103.5% | $133,975+133.6% | $273,972+14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.63% | 36.51%-33.9pp | 29.29%-26.7pp | 41.46%-38.8pp |
| Employer contribution / active EE | $9,730 | $6,029+61.4% | $5,211+86.7% | $4,869+99.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50,629 | $11,765+330.4% | $9,324+443.0% | $10,133+399.7% |